Systems Setup
Getting setup in FHA Connection as a New User
1.
Go to the website page …https://entp.hud.gov/clas/index.cfm
2.
Click on Registering a New User
3.
Click on Standard User Registration
4.
Complete the screen for Title II User… using Weststar FHA
Lender ID and clicking For CHUMs… this is the only box to
check… then click Send.. remember to write down your password
you setup as you will not be sent this information… once this is
setup .. you will get an email from the FHA Connection
coordinator with Weststar as to your USER name…
Policy Change Control
Change History
Date
Updated By
Version
Description of Changes
Setup User access to VA Portal
5.
1.
Go to website: https://vip.vba.va.gov/portal/VBAH/Home
2.
Click on User Registration
Click on Register Now
6.
You are considered a VA affiliate
7.
Complete all information—it will ask you for the Weststar VA ID
which is 9550910000. Pin changes every 90 days. Please contact
Jamie Naleway, jnaleway@westloan.com, for current Pin.

You must use your westloan.com email address to setup your VA
Portal account.
Getting setup in GUS
8.
Go to Create an Account
9.
Select Level 1 Access at the bottom of the page
10. Fill in fields and continue
11. IMPORTANT: Once you have created an account, email Eric
Devoe (edevoe@westloan.com) your user ID and branch location
Encompass360 SmartClient –
Installation and Login Instructions
NOTE: IF YOU CURRENTLY HAVE ENCOMPASS ON YOUR COMPUTER YOU WILL NEED
TO UNINSTALL AND REINSTALL USING THE BELOW LINK.
This document describes the process of installing the Encompass360 SmartClient, and then logging into
Encompass360.
Smart Client Installation
Before you can log in to Encompass360 for the first time, you must install the Encompass360 SmartClient
components. This is a one-time-only procedure.
IMPORTANT: “Part 1” of the installation procedure must be performed by a user logged on to the
computer using a Windows® account with “admin” privileges. After completion of “Part 1”, if a different
person will be using the Encompass360 SmartClient on the computer, that person must log on to the
computer using their own Windows® User Name and Password, and then complete “Part 2” of the
installation procedure.
Part 1: Performed by the Windows® Admin User
1Log in to the computer using a Windows account with admin privileges.
2Click the following link to start the installation process.
3On the File Download - Security Warning window, click Run.
4On the Internet Explorer - Security Warning window, click Run. http://www.elliemae.com/getencompass360
– Installation and Login Instructions The Installation Manager is loaded.
5When the Encompass360 Installation Manager wizard opens, click Next.
The Encompass360 Installation Manager installs each required application and displays the progress of the
installation
.
6When the SmartClient Core Installation wizard opens, click Next.
7On the User Information window, leave the Individual users selection, and then click Next.
NOTE:On Windows Vista operating systems, the User Information window will not appear.
The Updating System window shows the progress of the installation.
8When the installation of the SmartClient Core is complete, click Continue.
9When the Encompass360 SmartClient Installation wizard opens, click Next.
10On the License Agreement window, click I accept the license agreement, and then click Next.
11When the installation is complete, click Finish.
The SmartClient Installation Wizard and the Installation Manager will automatically close.
Part 2: For a Different SmartClient User on the Computer
IMPORTANT: Complete this procedure only if a different person (from the person who completed “Part
1”) will use the Encompass360 SmartClient on the computer. That person must log on to the computer
using their own Windows® User Name and Password, and then complete “Part 2” below. If the person
who completed “Part 1” is the same as the person who will use the Encompass360 SmartClient, skip to
the section, “Log In to Encompass360” on page 7.
1Log in to the computer using the Windows® User Name and Password of the different user.
2Click the following link to start the installation process.
.http://www.elliemae.com/360userinstall
3On the File Download - Security Warning window, click Run.
4On the Internet Explorer - Security Warning window, click Run
5When the Encompass360 SmartClient Installation wizard opens, click Next.
6On the License Agreement window, click I accept the license agreement, and then click Next.
7When the installation is complete, click Finish.
Log In to Encompass360
IMPORTANT:The first time you log in to Encompass360, the Encompass - Launcher will open. You will enter your
company’s Client ID, confirm that the Auto Sign-On check box is selected, and then click Login. After your first log in,
you will be taken directly to the Encompass360 Log In window where you will enter your Encompass360 User ID and
Password. Contact your system administrator if you do not already have this information.
1Double-click the Encompass360 icon on your desktop.
2On the Encompass - Launcher, enter the letters BE, followed by the Client ID provided by your system
administrator.
CLIENT ID
BE11126273
3Confirm that the Auto Sign-On check box is selected, and then click Login.
4On the Encompass360 Log In window, enter your Encompass360 User ID and Password, and then click OK.For
example: if your client ID is 12345, enter BE12345.
Getting Help with Encompass360
Many resources are available to help you learn and use Encompass360. All can be easily accessed from the
Encompass360 Help menu after you have logged in to Encompass360.
The Encompass360 Help Menu
The Help menu at the top of your Encompass360 window contains options that take you directly to the information
you need. Each option is described below.
•Encompass360 Help
•Tutorials
•Glossary
•Documentation Library
•Training Schedule
•Technical Support Options
•Release Notes The online help system provides comprehensive Encompass information, including detailed
descriptions of features and tools, step-by-step instructions, and tutorial videos. You can also open the online help
by pressing the F1 key. The Tutorial Menu contains a selection of video tutorials that teach you to use
Encompass360 features such as the Pipeline, eFolder, and Dashboard. The Glossary contains definitions of the
terminology and features used in Encompass360. The Documentation Library contains the latest versions of
Encompass360 documentation, including user guides, release notes, quick reference guides, white papers, and
tutorials. The Training website contains detailed information on the programs and options available to help you
learn Encompass360. You can watch video tutorials, sign up for online classes, and learn about onsite and custom
class offerings. The Technical Support website contains a searchable database of how-to articles and problem
solutions, as well as a user forum, and options for contacting our support team.
The Release Notes page includes links to both current and past release notes.